POS client needed a simple alert reporting all Sales Orders created the previous day for review and performance analysis. This alert fires in the early morning and sends one e-mail for each Sales Rep listing all SOs created for them yesterday. Optionally the alert can be sent to the Rep. The alert only fires for Reps where the Custom Prop flag as per VariableW is set to Yes.
Sample alert contains Sales Order Number, Create Date, Customer Number, Customer Name, Description of the Sale, Creator ID and Sales Rep Name as shown below:
This alert has 1 Variable:
VarW = CustomPropertyAttribute set on Employee Record to allow reporting on a given Sales Rep